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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,975 | $169,361-95.9% | $129,397-94.6% | $145,877-95.2% |
| Participation rate | 20.0% | 76.5%-56.5pp | 69.6%-49.6pp | 80.3%-60.3pp |
| Annual return | 11.38% | 14395.54%-14384.2pp | 9453.98%-9442.6pp | 551.28%-539.9pp |
| Employer contribution / active EE | $109 | $5,542-98.0% | $4,154-97.4% | $4,663-97.7% |
| Participant deferral / active EE | $644 | $4,987-87.1% | $4,167-84.5% | $6,691-90.4% |
| Admin fee / account holder | $2,462 | $9,903-75.1% | $7,679-67.9% | $13,402-81.6% |